by Urdhva Tech

Need a landing page for your next campaign? A way for your customers to create support cases? Do your sales reps need a way to enter leads? With WebToModule you can create custom webforms for these any many other users. Supports all modules, including custom modules.

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#59 - Web to Module

Closed General Question created by foundry512 4 years ago

Hi,

I'm trying to create a registration form that is automatically a pending quote if you will. This would allow people to sign up for a special event and save it for a sales team member to finalize and send out as part of the sales process. In order to do this I was trying to configure the Web to Module to create a web form that would allow this registration. Essentially, I want to grab a few fields like name and account, but I also need to allow for specific line items. The registration form would go to the quotes module with data like this:

Name
Account

Nights (product in suitecrm)

Park Tickets (product in suitecrm)

So far I cannot seem to save a specific line item. I was wondering if there were any instructions on how to make this happen. It seems so close to what we need that I think the issue is with me rather than the plugin.

Thanks ahead of time.

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    4 years ago

    Hi foundry512,

    Thanks for showing interest in our add-on. I guess, I understood your objective. The Quote and the Line Items are the special case, as it is been handled in different way and the Line Items are the record for a module as well.

    Looking at your objective it seems you want a Quote Form on your website or somewhere, Where user comes and fills details. That creates a Quote and fills line items so that you get a proper quote filled as per SuiteCRM. As I said this cannot be done with the plugin, But certainly we can customize the module or a out of the module solution to achieve the objective.

    We can discuss in detail over skype. Our skype id is : urdhvatech

    Thanks & Regards,
    Team Urdhva Tech

  2. khenson member avatar

    khenson Verified Purchase

    2 months ago

    I am not finding all my fields in the "available fields" how to I make these available?

  3. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 months ago

    Hello Keagan,

    Thanks for using our add-on. Sorry for the inconvenience. Can you check the permission and ownership of all the newly added files mainly in custom and module folders? It would be good if you can connect with us on Skype and show us the issue. That way we can help you better. Our Skype id is: urdhvatech

    Thanks & Regards,
    Team Urdhva Tech.

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